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| Jane is now taking the opportunity to clean-out defunct contacts
and polish up the good ones. The better the contact list in quantity and
quality, the more effective the user is as a business relationship
professional. |
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| Jane wanted to get two things done to organize her contacts: |
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1. |
Delete or edit old contacts to update with current information |
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2. |
Insert every important contact into a category to make sending
group emails, quick lookups and other organizational tasks easier. Here’s how
to categorize a contact: |
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| a. |
Open the contact by double clicking in the Prophet List Window |
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| b. |
Click on the Categories button on the lower right hand side |
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| c. |
Select the categories to add this contact to or create new
categories in the master list. |
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| Next Step – Start Tracking an Opportunity |